Cazenove Capital

Service provider
Wealth Managers
Min. account size
£1,000,000
Ownership
Listed group
Size of wealth manager
Small
Founded
1804
Size
Global

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Cazenove Capital Factfile

Andrew Ross Cazenove
Andrew Ross
CEO

Cazenove Capital provides a complete wealth management service by delivering bespoke portfolio management and wealth planning, together with banking and treasury services. They are 100% owned by Schroders plc and are the part of the Group which focuses exclusively on advising and managing wealth for private clients, charities, individuals and families and their trustees. With a global client base managed from London, the Channel Islands, Switzerland, Italy, Singapore and Hong Kong, it manages over £30 billion of investment funds.

Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture, ethical
Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £1,000,000
In-house service
Pension advice
Tax efficient investments
How we charge Fixed
Portfolio lending
Mortgages (residential)
Typical minimum mortgage £500,000
Other finance
Retail banking
Ethical investing
Philanthropy
Questions to ask?

Questions to ask?

Do they only work with Schroders investments?
What financial planning do they offer clients?
How do they charge for financial planning?
What we like

What we like

Re-branded from Schroders, a firm with pedigree
Strong investment team
International presence
Will selectively lend to clients too

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Articles by Cazenove Capital